WA
MINO icon

Waverly Advisors’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Waverly Advisors’s Portfolio MINO Stock Details MINO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$984K Sell
21,789
-345
-2% -$15.7K 0.01% 842
2025
Q4 		$1M Buy
22,134
+6,828
+45% +$311K 0.01% 763
2025
Q3 		$694K Buy
15,306
+1,314
+9% +$58.2K 0.01% 746
2025
Q2 		$619K Sell
13,992
-340
-2% -$15K 0.01% 748
2025
Q1 		$641K Buy
14,332
+612
+4% +$27.6K 0.01% 713
2024
Q4 		$618K Buy
13,720
+2,370
+21% +$108K 0.01% 635
2024
Q3 		$524K Buy
11,350
+640
+6% +$29.2K 0.01% 573
2024
Q2 		$487K Buy
10,710
+902
+9% +$40.8K 0.01% 582
2024
Q1 		$448K Buy
+9,808
New +$446K 0.01% 504

Other funds holding MINO

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.63B AUM 24.72% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $712M AUM 21.1% 1-Year Est. Return